Driven by a desire to help every client plan for retirement, the financial advisors at SouthTrust put your interests first.Learn More
About Us/Our Mission
Our independent advisors focus on life income planning and distribution strategies to help plan for the money you need in retirement. Experience the impact our proprietary, personalized process of creating an individualized wealth management plan can have on your future.Learn More
What is Financial Planning?
Financial planning is the process of demystifying your future and working toward your financial goals so that you’re able to experience a satisfying retirement.Learn More
It’s difficult to talk to a stranger about your past financial mistakes and uncertain financial future. At SouthTrust, our professional advisors offer a judgment-free environment where you can lay it all out on the table and get individualized recommendations for your life income and retirement needs.
Our wealth management and financial planning services deliver the personalized attention you deserve and the unbiased product and service recommendations you expect. Together, we’ll plan for your financial future.Contact Us
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
However exciting retiring abroad may sound, it deserves considerable planning.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
When do you need a will? The answer is easy: Right Now.
What are your options for investing in emerging markets?
Here’s a crash course on saving for college.
There are three things to consider before dipping into retirement savings to pay for college.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.